Articles
Last-Minute Tax Preparations
Despite the fact that filing your taxes is a requirement, many people find taxes to be confusing and overwhelming. Unfortunately, this mostly leads people to put off their taxes for as long as possible. Although it’s not ideal, it is possible to efficiently fill out...
All Is Fair in Love and Money
Financial issues are the second leading cause of divorce, according to a survey conducted by Ramsey Solutions in 2018. It’s not surprising that financial issues related to debt and lack of communication about finances will cause tension in a relationship. Fortunately,...
What To Do With Your Extra Social Security Income
Starting this January 2023, about 70 million Americans will have an 8.7% increase to their Social Security and Supplemental Security Income (SSI) payments. This is about an average of $140 extra per month. “Social Security was never intended to be the only form...
2022 Year End Client Letter
January 2023 After more than a decade of strong returns across most asset classes, rarely interrupted by sustained declines, investments turned rocky in 2022. While in previous years markets did encounter their share of challenges, 2022 brought a new litany of...
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